Laidlaw Wealth Management’s ProShares Short QQQ PSQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-20,000
| Closed | -$789K | – | 185 |
|
2024
Q3 | $789K | Buy |
20,000
+1,560
| +8% | +$61.5K | 0.39% | 72 |
|
2024
Q2 | $747K | Buy |
18,440
+424
| +2% | +$17.2K | 0.41% | 67 |
|
2024
Q1 | $789K | Buy |
+18,016
| New | +$789K | 0.44% | 65 |
|
2023
Q4 | – | Sell |
-21,369
| Closed | -$1.16M | – | 265 |
|
2023
Q3 | $1.16M | Hold |
21,369
| – | – | 0.38% | 80 |
|
2023
Q2 | $1.13M | Buy |
+21,369
| New | +$1.13M | 0.22% | 110 |
|